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Unique Wealth Strategies’s Chipotle Mexican Grill CMG Stock Holding History

Unique Wealth Strategies’s Portfolio CMG Stock Details CMG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-21,638
Closed -$801K – 224
2025
Q4 		$801K Buy
+21,638
New +$783K 0.31% 72
2024
Q3 		– Sell
-198
Closed -$575K – 299
2024
Q2 		$575K Sell
198
-9,702
-98% -$603K 0.27% 100
2024
Q1 		$575K Buy
+9,900
New +$506K 0.28% 100

Other funds holding CMG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Unique Wealth Strategies's CMG Position: Q1 2026 in Review

Unique Wealth Strategies sold out of Chipotle Mexican Grill (CMG) in Q1 2026, closing a stake of 21,638 shares — an estimated $801K sold.

Unique Wealth Strategies first reported a position in CMG in Q1 2024 and held it in 3 quarters. The position peaked at $801K in Q4 2025. 1,243 funds tracked by Wall St. Rank hold CMG as of Q1 2026.

  • Unique Wealth Strategies reported no remaining Chipotle Mexican Grill position as of Q1 2026 after selling out during the quarter.
  • Unique Wealth Strategies sold 21,638 Chipotle Mexican Grill shares in Q1 2026, an estimated $801K.
  • Unique Wealth Strategies first reported a position in Chipotle Mexican Grill in Q1 2024 and held it in 3 quarters.
  • Unique Wealth Strategies's Chipotle Mexican Grill position peaked at $801K in Q4 2025.
  • 1,243 funds tracked by Wall St. Rank held Chipotle Mexican Grill as of Q1 2026.

Based on Unique Wealth Strategies's 13F filing for Q1 2026, filed 15 Jul 2026.